Troy Grospitz (CRD# 2695133) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 28 years of experience in the finance industry.
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Northbrook, IL | Jul 2015 - Current | 8 |
| Charles Schwab Bank | Northbrook, IL | Jul 2015 - Current | 8 |
| Pnc Investments | Buffalo Grove, IL | Aug 2014 - Jul 2015 | < 1 |
| Pnc Bank | Buffalo Grove, IL | Aug 2014 - Jul 2015 | < 1 |
| Pnc Bank | Buffalo Grove, IL | Apr 2013 - Aug 2014 | 1 |
| Pnc Investments | Buffalo Grove, IL | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- IL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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